Our process

Our team works with you to develop your customized investment portfolio and wealth management solutions. As your life changes or as markets fluctuate we’ll ensure, through ongoing communication, that your portfolio is aligned to minimize tax, reduce risk and maximize returns. Our goal is to provide you with confidence that the wealth you have entrusted to our care is in good hands. Our process includes the following steps.

Identify investment objectives

We develop a full understanding of your family background, priorities, goals and objectives

Customize wealth plan

Once we have gained an understanding of your unique situation, we develop a comprehensive wealth plan to achieve your investment objectives and focus on your priorities to enhance and protect wealth

Implement solutions

An in-person review ensures that we have captured all of your requirements and that you are comfortable with our recommendations and strategy - only then do we implement your personalized wealth plan

Monitor, evaluate & review

Ongoing monitoring to ensure that as markets, economic or personal circumstances change, your portfolio is aligned to mitigate risk, minimize tax and capitalize on opportunities

Our lines of communication are always open, you will receive regular reporting, and scheduled portfolio reviews to keep you constantly informed